Business Details
38 Years
experience
Trusted Private Wealth Management in Denver, CO
At Brown and Company and Company, we are a client-first private wealth management firm dedicated to delivering personalized financial strategies tailored to high-net-worth individuals and families. With over 35 years of expertise, we specialize in retirement planning, tax optimization, estate planning, and business exit strategies, leveraging proprietary tools like the Recession Prep Scorecard and Withdrawal Stress Test. Our team of certified financial planners prioritizes transparency, trust, and long-term client relationships, evidenced by our 98% retention rate and 1:15 staff-to-client ratio.We pride ourselves on simplifying complex financial ecosystems through holistic, tax-efficient solutions that align with each client's unique goals. Recognized nationally for excellence, our approach combines emotional intelligence with technical expertise to ensure clients navigate financial journeys with clarity and confidence.
Services
Retirement Planning
Tax Planning
Estate Planning
Education Planning
Business Exit Strategy
Details
- Year established: 1988
Highlights and features
- We provide 35+ years of personalized wealth management expertise for high-net-worth clients.
- Our proprietary tools like the Recession Prep Scorecard ensure data-driven financial strategies.
- 1:15 staff-to-client ratio guarantees individualized attention and proactive service delivery.
- 98% client retention rate demonstrates long-term trust and satisfaction among our clientele.
- Holistic approach integrating tax, estate, and retirement planning for comprehensive solutions.
What people say
Personalized financial strategies
Proprietary diagnostic tools
Proactive client communication
98% retention rate
Experienced team
Services
Retirement Planning
Our Retirement Shock Absorber tool evaluates portfolio sustainability during retirement, considering market volatility and withdrawal rates. We analyze accounts like IRAs and 401(k)s to create tax-efficient withdrawal plans. Clients gain clarity on lifestyle maintenance through personalized strategies, ensuring financial confidence during retirement.
Tax Planning
Strategic tax-loss harvesting and year-round planning minimize liabilities while coordinating with CPAs. Our Retirement Tax Filter optimizes income and withdrawal plans, addressing charitable contributions, Roth conversions, and deferred income strategies. Clients benefit from continuous tax-efficiency adjustments aligned with evolving laws.
Estate Planning
We collaborate with accredited planners to create legacy strategies, balancing inheritance goals with tax efficiency. Services include trust setup, beneficiary reviews, and gifting strategies. Our holistic approach ensures estate plans align with retirement and tax objectives, preserving wealth for future generations.
Investment Planning
Customized investment strategies focus on diversification across asset classes to mitigate risk. We employ seven-step processes including risk assessment, portfolio construction, and continuous rebalancing. Our disciplined approach prevents emotional decision-making, ensuring long-term growth aligned with client goals and market dynamics.
Education Planning
We develop structured plans for preschool to high-school-aged children, evaluating tuition costs, financial aid, and inflation impacts. By balancing educational aspirations with overall financial health, we create savings strategies that integrate with retirement and tax planning for long-term family wealth stability.
People
Mark R. Brown
Managing Partner
CFP-certified leader with decades of wealth management expertise, specializing in retirement strategies and high-net-worth client services in Denver.
Justin Cassida
Partner Director of Client Services
MBA and CFP-accredited advisor focused on personalized client relationships and operational excellence in financial planning services.
Danielle Berz
Partner Sr Client Relationship Manager
Senior relationship manager with specialized skills in estate planning and client communication strategies for affluent families.
Zach Swaffer
Client Relationship Manager
CFP-certified professional delivering tailored investment solutions and retirement planning expertise to Denver's business leaders.
Kyle Zappia
Client Relationship Manager
MBA and CFP-accredited advisor focusing on tax-efficient strategies and long-term wealth preservation for high-net-worth individuals.
Questions
How do you help clients prepare for market downturns?
Our proprietary Recession Prep Scorecard evaluates portfolio resilience and withdrawal sustainability during economic downturns.
What services do you offer for high-net-worth individuals?
We provide retirement planning, tax optimization, estate strategies, education funding, and business exit planning tailored to complex financial situations.
What makes your firm different from other wealth managers?
We combine proprietary diagnostic tools with a 1:15 staff-to-client ratio and holistic financial ecosystem analysis for personalized solutions.
How do you handle tax planning throughout the year?
We employ continuous tax-loss harvesting, coordinate with CPAs, and use the Retirement Tax Filter to optimize year-round tax efficiency.
Can you assist with estate planning for multiple generations?
Yes, we collaborate with accredited planners to create legacy strategies that address multigenerational wealth transfer and tax minimization.
What investment approach do you use for client portfolios?
We implement diversified, risk-tolerant portfolios with continuous rebalancing to mitigate emotional decision-making and market volatility impacts.
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